How We Help Our Clients
Expert Guidance For Every Phase
Choosing the right financial advisor is key to securing your future. We save you time and energy and offer peace of mind —so you can focus on what matters most.
As Seen And Heard On:
About Us
Your local,
trusted fiduciary
Our Passion Is Helping Others
As a veteran-led organization, we are dedicated to going above and beyond to solve the problems of others.
A Dedicated Team Approach
Our Services
Schedule time to speak to a financial expert. They’ll listen and give advice tailored to your situation. There are no obligations.
Custom Portfolios
Our fiduciary advisors get to know you, and your individual portfolio is custom-tailored toward your goals and timeline.
Retirement Income Planning
Every retirement is different, so we offer guidance on many financial goals, including strategies for lifetime income.
Wealth Protection
We offer various options to protect your wealth, safeguarding both your assets and your future earning potential.
Tax Planning & Prep
Evaluate your options and plan tax strategies with a financial advisor early, as more time creates more opportunities.
Wills and Trusts
Our lawyers can help you plan for when the unthinkable happens. Make sure you’re taken care of—and those who matter most.
Business Services
Trajan offers small business financial services, ranging from 401(k) plans to business legacy planning.
Only At Trajan
More Options
Preparing for the future means having a good plan and making smart investments. It also definitely helps to have access to options that most advisors don’t offer.
Don’t Just Take Our Word For It
Hear What Our Clients Have to Say!
Timothy W.
Actual Trajan Client
“We would not hesitate in recommending Trajan to any prospective investors.”
My wife and I have been Trajan clients since 2017 and we are very happy with the quality of service and results that the company has produced for us. We would not hesitate in recommending Trajan to any prospective investors.
Chuck Q.
Actual Trajan Client
“They were very helpful, professional and knowledgeable.”
They were very helpful, professional and knowledgeable. We believe the consolidation of our Estate Planning, along with our Investment Planning under Trajan will be a great benefit not only for us, but also for our beneficiaries down the road.
Justin V.
Actual Trajan Client
“Excellent, personalized service, friendly staff/advisors, and great returns!”
Excellent, personalized service, friendly staff/advisors, and great returns! The in-house partnership for estate planning is also seamless and extremely helpful.
Shelley T.
Actual Trajan Client
“They were very thorough, knowledgeable, and answered all my questions.”
They were very thorough, knowledgeable, and answered all my questions. The staff was polite and friendly, and I quickly felt at ease working with them.
Dwight K.
Actual Trajan Client
“Quality and prompt service - beyond expectations!”
Quality and prompt service – beyond expectations! Every time I call them, they jump on any issues immediately. Problem resolved!
David D.
Actual Trajan Client
“Everyone was professional and top notch and experts at what they did and would recommend them to anyone in need of their expertise.”
Everyone was professional and top notch and experts at what they did and would recommend them to anyone in need of their expertise.
Eric D.
Actual Trajan Client
“It was easy, fast, and gave my family a good piece of mind.”
Service was amazing! It was easy, fast, and gave my family a good piece of mind. Highly recommended!
Mitchell T.
Actual Trajan Client
“They made the process easy to understand and helped us with everything question we had.”
They made the process easy to understand and helped us with everything question we had.
Actual clients, no compensation, no conflicts. Trajan Wealth Google Reviews.
Get Peace of Mind
When it comes to managing your finances, it’s essential to have a trustworthy advisor who focuses on guiding you toward long-term success rather than simply selling you products. At Trajan Wealth, we are dedicated to helping investors and their families achieve financial security. We offer exceptional service and low costs so that you can concentrate on what truly matters—your future.
Information is secure and never shared with unaffiliated parties. By clicking ‘Submit’, you are opting in for Trajan Wealth to contact you by phone, email, and text. Please note phone calls are recorded for quality assurance. Standard text message and data rates may apply. You can opt out of text messages by responding STOP at any time. Please view our Privacy Policy for more details.
WHERE PASSION MEETS PURPOSE
Come Work For One Of The Best
Whether you’re starting your career or seeking new challenges, Trajan Wealth offers a rewarding journey in financial services. Discover why we’re not just a workplace, but a community driven by shared values and a commitment to excellence. Join us and make a difference today!
